-86.6%
SMRT price history and return analytics
+62.6%
-149.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.2% |
| 7D | +17.5% | -0.1% | +17.7% | +17.9% |
| 30D | +37.6% | -3.1% | +40.7% | +45.2% |
| 3M | +18.4% | -3.5% | +21.9% | +26.0% |
| 6M | +43.8% | +0.5% | +43.3% | +42.8% |
| YTD | -20.3% | +10.8% | -31.1% | -33.5% |
| 1Y | +10.3% | +11.9% | -1.6% | -9.6% |
| 3Y | -46.9% | +73.0% | -119.8% | -78.9% |
| 5Y | -87.0% | +58.6% | -145.6% | -93.7% |
| All | -86.6% | +62.6% | -149.2% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling